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Notis

Give stalled Affinity deals a focused review space

Bring aging opportunities back into view with a dedicated place to assess context, blockers, and next moves.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Project from Template

Start creating a project from a template in the background.

Why this helps

Deals can sit untouched because nobody has a reliable moment or workspace to reassess what is blocking progress.

  • Create a dedicated workspace when a deal meets your own stalled criteria.
  • Give review conversations and decisions a shared home.
  • Make next steps easier to track after reassessment.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Basecamp once in the Notis portal.
  • 2Create an automation in Automations, New Automation.
  • 3Tell Notis to create a review project from a Basecamp template when your webhook signals a stalled deal, using supplied criteria and context.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real stalled-deal signal and confirm the review project is created.

Questions about this workflow

How is a deal considered stalled?

Your process must define that condition and send the webhook when it is met. The package does not assume an Affinity history or aging field.

Can Notis decide what to review?

Notis can summarize supplied deal information, but any baseline or history not available to it must be provided in the request.

Why use a project template?

The Basecamp action creates a project from an existing template, which lets your team start reviews with a consistent structure.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinity to Basecamp. A trigger fires from one place; an action lands in another.

Affinity triggers

Basecamp actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Complete To-Do

Mark a to-do as complete.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Card in Column

Add a new card to a card table column.

ActionInstant

Create Step in Card

Add a step to an existing card.

ActionInstant

Create Chatbot

Add a chatbot to a chat room.

ActionInstant

Create Chatbot Line

Post a message to a chat as a chatbot.

ActionInstant

Create Document in Vault

Create a document in a project vault.

ActionInstant

Create Project from Template

Start creating a project from a template in the background.

ActionInstant

Create To-Do (Deprecated)

Add a to-do to a to-do list.

ActionInstant

Connect any two apps with Notis in the middle.

Affinity and Basecamp, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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